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Prior Information Notice

HH052-23-HB Investment Manager/Advisor Services – Endowment Fund

  • First published: 27 September 2023
  • Last modified: 27 September 2023

The buyer is not using this website to administer the notice.

To record your interest or obtain additional information or documents please find instructions within the Full Notice Text. (NOTE: Contract Award Notices and Prior Information Notices do not normally require a response)

Contents

Summary

OCID:
ocds-h6vhtk-04035a
Published by:
NHS Highland
Authority ID:
AA26981
Publication date:
27 September 2023
Deadline date:
-
Notice type:
Prior Information Notice
Has documents:
No
Has SPD:
No
Has Carbon Reduction Plan:
N/A

Abstract

It is anticipated that the scope of the services covered under the contract will include,

- The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney.

- The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives.

- The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios.

- It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard.

- The Health Boards require a single Investment Manager/Advisor to implement the entire mandate.

Full notice text

Prior information notice

This notice is for prior information only

Section I: Contracting authority

I.1) Name and addresses

NHS Highland

Assynt House, Beechwood Park

Inverness

IV2 3BW

UK

Telephone: +44 7929069647

E-mail: nhsh.tenders@nhs.scot

NUTS: UKM6

Internet address(es)

Main address: http://www.nhshighland.scot.nhs.uk

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00302

I.1) Name and addresses

NHS Orkney

The Balfour, New Foreland Road

Kirkwall

KW15 1NZ

UK

Telephone: +44 1856888226

E-mail: ork-hb.feedback@nhs.net

NUTS: UKM65

Internet address(es)

Main address: http://www.ohb.scot.nhs.uk

Address of the buyer profile: https://www.publiccontractsscotland.gov.uk/search/Search_AuthProfile.aspx?ID=AA00368

I.2) Joint procurement

The contract involves joint procurement

I.3) Communication

Additional information can be obtained from the abovementioned address


I.4) Type of the contracting authority

Ministry or any other national or federal authority, including their regional or local subdivisions

I.5) Main activity

Health

Section II: Object

II.1) Scope of the procurement

II.1.1) Title

HH052-23-HB Investment Manager/Advisor Services – Endowment Fund

Reference number: HH052-23-HB

II.1.2) Main CPV code

66120000

 

II.1.3) Type of contract

Services

II.1.4) Short description

Prior Information Notice to provide advance notification of potential forthcoming contract opportunities to provide NHS Highland and NHS Orkney with Investment Manager/Advisor Services for their Endowment Funds.

II.1.5) Estimated total value

Value excluding VAT: 188 000.00  GBP

II.1.6) Information about lots

This contract is divided into lots: No

II.2) Description

II.2.2) Additional CPV code(s)

66120000

II.2.3) Place of performance

NUTS code:

UKM6

II.2.4) Description of the procurement

It is anticipated that the scope of the services covered under the contract will include,

- The provision of an Endowments Funds Investment Services for NHS Highland and NHS Orkney.

- The provider shall make recommendations to the Endowment Fund Committees in relation to the most appropriate investment policies in order to achieve the Endowment Fund objectives.

- The Provider shall take into account environmental, social, and governance factors into consideration when considering any investment within the Endowment Fund portfolios.

- It is also expected that the Investment Manager/Advisor is a signatory to the UN Principles for Responsible Investment (UNPRI) and the UK Stewardship Code in this regard.

- The Health Boards require a single Investment Manager/Advisor to implement the entire mandate.

II.2.14) Additional information

Please note, the information contained within this Prior Information Notice (PIN) is subject to change.

II.3) Estimated date of publication of contract notice:

13/11/2023

Section IV: Procedure

IV.1) Description

IV.1.8) Information about Government Procurement Agreement (GPA)

The procurement is covered by the Government Procurement Agreement: Yes

Section VI: Complementary information

VI.3) Additional information

NHS Highland and NHS Orkney are undertaking a market scoping exercise to explore if there are enough potential providers with sufficient capacity to meet the requirements set out it in this notice. If you are suitably experienced and competent in meeting the requirements, then please note your interest. In doing this it will help with determining the Health Board's route to market for their requirements.

NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=745288.

(SC Ref:745288)

VI.5) Date of dispatch of this notice

25/09/2023

Coding

Commodity categories

ID Title Parent category
66120000 Investment banking services and related services Banking and investment services

Delivery locations

ID Description
100 UK - All

Alert region restrictions

The buyer has restricted the alert for this notice to suppliers based in the following regions.

ID Description
There are no alert restrictions for this notice.

About the buyer

Main contact:
nhsh.tenders@nhs.scot
Admin contact:
N/a
Technical contact:
N/a
Other contact:
N/a

Further information

Date Details
No further information has been uploaded.

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